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  5. ZLU: For some diversity on the US side of my portfolio, I added both ZLU and ZVU. [BMO Low Volatility US Equity ETF]

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Q: For some diversity on the US side of my portfolio, I added both ZLU and ZVU. It has now been roughly three years since I bought them and ZLU has averaged 12% including distributions while ZVU has averaged 1.5%. What do you think selling ZVU and adding to ZLU, or buying ZDY? The goal is to offset some of the volatility from my growthier US stocks which include many of the top names in the S&P 500 Index. Thank you.
Asked by Kim on March 19, 2025
5i Research Answer:
Value investing (ZVU) would have had a difficult time in the two big years of 2023 and 2024. But...
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